# Richard R. Clifton > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/27006 ## Record - **Judge:** Richard R. Clifton - **Year:** 2010 - **Pages:** 14 ## Text First Hawaiian Bank savings — Interest First Hawaiian Bank checking — Interest Hawai Central Credit Union — Interest Univ of Hawaii FCU — Interest Goodyear common — None Hawaiian Electric Industries common — Int/Div Brokerage acct #177 7% Echostar common — None Dish Network Cl A common — None IBM common — Int/Div Real Networks common — None Morgan Stanley Bank — Interest NATIXIS Cash Mgtmt Trust — None Fidelity Growth & Income (IRA) — Int/Div Fidelity Magellan Fund (IRA) — Int/Div Oppenchiner Growth Fund A (IRA) — Int/Div Brokerage acct #2(77777] Ballard Power Systems common — None Cienacommon — None Intel common — Int/Div Charles Schwab Money Market Fund — Int/Div Hawaii state bonds — None — Matured IRAacct HE Intel common — Int/Div Microsoft common — Int/Div Templeton Growth Fund class A — Int/Div Charles Schwab Money Market Fund — Int/Div CREF Stock Fund — None CREF Global Equities — None JP Morgan Group Equity Index Fund AER — Int/Div JP Morgan Group Equity Index Fund Af} — Int/Div Brokerage acct #6] 7] Berkshire Hathaway Class A — None Charles Schwab Money Market Fund — Int/Div HR-10 and 401K accts (former law firm) — None American Funds AMCAP Fund Oppenheimer Main Street Small Cap Fund American Funds Investment Co of America(HR-10) American Funds Wash Mutual Invs (HR-10) PIMCO Total Return - A (HR-10) Prudential Retirement Guaranteed Income Fund Northwestn Mutual whole life — None Northwestn Mutual extra ordinary life — None Midland National whole life — None Trust #175 — Int/Div JP Morgan Tax Free Mmkt Prem Sweep Cullen HighDivid Eq Fd Cl — Sold FMI Large Cap Fd — Sold Hartford Mut Cap Appreciation Fd — Sold Ishares Tr Russell 1000 Value Index — Sold Ishares Tr S&P 500 Index Fund — Sold lvy Large Cap Growth Fd CI 1 — Sold JPMorgan Intrepid America Fd — Sold Ishares Tr Cohen & Steers Rity Major — Sold Ishares Tr Russell Midcap Index Fund — Sold JPMorgan Mkt Expansion Index Fd — Sold JPMorgan Multi-cap Mkt Neutral Fd — Sold JPMorgan Small Cap Equity Fund — Sold JPMorgan Tr Highbridge Stat Mkt Neut Fd — Sold Dodge & Cox Fds Intl Stk Fd — Sold Ishares MSCI All Cntry Asia Ex Jap Fd — Sold JPMorgan Asia Equity Fd — Sold JPMorgan Intrepid Intl Fd Select — Sold JPMorgan International Equity Index — Sold T Rowe Price Intl Fds New AsiaFd — Sold Ishares Tr Barclays Tips Bd Fd — Sold Goldman Sachs Tr High YId Fd Instl — Sold JPMorgan Strat Incm Oppys Fd Sel — Sold JPMorgan High Yield Bond Fund Select — Sold JPMorgan Short Duration Bond Fd — Sold Vanguard Fx Inc Sec Tm Invt Grd — Sold Trust#2{ 57 — Int/Div JP Morgan Tax Free Mmkt Prem Sweep Dodge & Cox Fds Intl Stk Fd — Sold Eaton Vance Invt Tr Lg Cap Val Fd I — Sold FMI Large Cap Fd — Sold Hartford Mut Cap Appreciation Fd — Sold Ishares MSCI All Cntry Asia Ex Jp Fd — Sold Ishares Russell Midcap Index Fd — Sold shares Tr S&P 500 Index Fd — Sold lvyLarge Cap Growth FdCl1 — Sold JPMorgan Asia Equity Fd — Sold JPMorgan Highbridge Stat Mkt Neut Fd — Sold JPMorgan Intml Equity Index — Sold JPMorgan Intrepid America Fd — Sold JPMorgan Intrepid Intl Fd Select — Sold JPMorgan US Large Cap Core Plus Sel — Sold JPMorgan US Real Estate Fund — Sold T Rowe Price Int Fds New Asia Fd — Sold Ishares Tr Barclay Tips Bd Fd — Sold Goldman Sachs Tr High Yield Fd Instl — Sold JPMorgan High Yield Bond Fund — Sold Ishares Tr US Treas Intl Prot Fd — Sold JPMorgan Short Duration Bond Fd — Sold JPMorgan I Strat Incm Oppys Fd Sel — Sold Vanguard Fx Inc Sec Int Rm Invt Grd — Sold Trust #30307 IRA) — Int/Div JPMorgan Deposit Sweep Inst Aston Fds Tamro Small Cap Fd Cl — Sold FMI Large Cap Fd — Sold Ishares Russell Midcap Growth Index Fd — Sold Ishares Russell Midcap Index Fd — Sold Ishares Russell 1000 Growth Index — Sold Ishares Russell 1000 Value Index — Sold JPMorgan Asia Equity Fd — Sold JPMorgan Diversitied Mid Cap Growth Fd — Sold JPMorgan Growth Advantage Fd Select — Sold JPMorgan Highbridge State Mkt Neut Fd — Sold JPMorgan International Value Fd — Sold JPMorgan Intrepid America Fund — Sold JPMorgan Intrepid Intl Fd Select — Sold JPMorgan US Large Cap Core Plus Select — Sold JPMorgan US Real Estate Fund — Sold JPMorgan High Yield Bond Fund Select Class — Sold JPMorgan Short Duration Bond Fund Select Class — Sold JPMorgan Strat Incm Oppys Fd Sel — Sold Manning & Napier New World Oppys A — Sold SPDR Tr Unit Ser — Sold Goldman Sachs Tr High Yld IFd Inst] — Sold Ishares Barclays Tips Bd Fd — Sold Vanguard Fx Inc Sec Int Tm Invt Grd — Sold Trust HAT IRA rollover) — Int/Div Cash Trust #55 Trust #677777] HPEL 145. Trust#3 7 Director, American Judicature Society, Hawaii Chapter Director, Hawaii Public Radio Director, Hawaii Women's Legal Foundation Director, Ninth Judicial Circuit Historical Society Co-trustee, Trusts #1 - #7 Agreement — 01/01/95 — Cades Schutte Fleming & Wright Partnership Resolutions (including retirement terms, no control) Spouse's income — 2010 — Self-employed, dietitian consultant I. Positions & VII. Investments and Trusts gm Sted away in 2010 + had passed away in 2006. As previously reported, 1 have been and remain a co-trustee (without compensation), together: and a bank (JPMorgan Chase, which is compensated and which actually manages the accounts), of trust accounts, identified as Trusts #1-3. Payme t were made for trust expenses and as directed by the current benefi iciary, fd | whilef] was still living, and for payment of? obligations and final expenses. passing triggered liquidation of assets held in those acc accounts, converting the assets to cash, and also distribution of some of the assets to heirs, beneficiaries, pat legatees. It also made me responsible, as co-trustee, for additional accounts, identified in this report as Trusts #4-7. One of those accounts, identified as Trust #4, already existed and held assets when I assumed responsibility. Three of the accounts, identified as Trusts #5-7, were created in late 2010 but were not actually funded until 2011. I have listed them here in both Part 1 and Part VII, but they had no assets as of December 31,2010 to report --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/27006. Public record. Not legal advice.